Trust Company’s ASE Group ASX Stock Holding History

Trust Company’s Portfolio ASX Stock Details ASX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.96K	Hold	132	–	–	﹤0.01%	477
2026 Q1	$2.86K	Hold	132	–	–	﹤0.01%	507
2025 Q4	$2.13K	Buy	+132	New	+$1.88K	﹤0.01%	519

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QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return